· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NAGEL AGENCY, INC. — NAGEL AGENCY, INC. 401(K) P/S PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250326160340NAL0032714594001
NAGEL AGENCY, INC.
Form 5500-SF
FILING_RECEIVED
NAGEL AGENCY, INC. 401(K) P/S PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
4
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NAGEL AGENCY, INC.
.
Find decision makers
Plan sponsor
Name
NAGEL AGENCY, INC.
EIN
46-0417298
Address
215 W. SIOUX AVENUE · PIERRE, SD · 57501
Phone
(605) 224-4662
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
CARROLL INSURANCE AGENCY, LTD
CARROLL INSURANCE AGENCY 401(K) PLAN
$2.3M · 41 participants
J. W. ALLEN CO., INC.
J. W. ALLEN CO., INC. RETIREMENT PLAN
$2.3M · 15 participants
SEGREVE & HALL INSURANCE ASSOCIATES, INC.
SEGREVE & HALL INSURANCE ASSOCIATES, INC. 401(K) PLAN
$2.3M · 25 participants
DE LA TORRE & ASSOCIATES INSURANCE SERVICES, INC.
DE LA TORRE & ASSOCIATES INSURANCE SERVICES, INC. 401(K) PLAN & TRUST
$2.3M · 12 participants
CERVA, BROWNING, QUINN & CO.
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CERVA, BROWNING, QUINN & CO. 401(K) PROFIT SHARING PLAN
$2.3M · 5 participants
THE CUNNINGHAM FINANCIAL GROUP BRIA
THE CUNNINGHAM FINANCIAL GROUP 401(K) PROFIT SHARING PLAN AND TRUST
$2.3M · 22 participants
Large plans in South Dakota
BLACK HILLS CORPORATION
BLACK HILLS CORPORATION 401(K) RETIREMENT SAVINGS PLAN
$811.2M · 2,830 participants
ALTA TRUST COMPANY
EAGLE MID CAP GROWTH CIT
$625.4M
ALTA TRUST COMPANY
SLOY DAHL & HOLST AGGRESSIVE
$369.6M
MONUMENT HEALTH, INC.
MONUMENT HEALTH, INC. 403(B) PLAN
$364.8M · 5,494 participants
ALTA TRUST COMPANY
AM1 DOMESTIC EQUITY
$359.5M
AT - T. ROWE PRICE LARGE CAP GROWTH TRUST
AT T. ROWE PRICE LARGE CAP GROWTH TRUST
$292.7M
